Tuesday 8 July 2014

How to use DirectReportsUI in your Manager Self Service Component - Part 1

Overview

As PeopleSoft consultant, many a times we design and build Manager Self Service (MSS) components. MSS is that part of the PeopleSoft HCM application, where a manager (someone who has direct reports) can go and perform transactions for their Direct Reports. So in all of our custom MSS components we need to have a solution in place to display a list of direct reports of the manager. Upon selection of one/multiple Direct Reports the manager is usually taken to the custom transaction component where they can perform the tasks for the selected Direct Report(s).

For the first part of the requirement which is common across all MSS components, PeopleSoft delivers the DirectReportsUI application class that encapsulates the Direct Reports "Select Employees" User Interface pages into an easy to use class that can be plugged into any new custom MSS component. Unfortunately instead of using the DirectReportsUI application class many a times we end up reinventing the wheel and design our own solution for displaying the list of direct reports. Ease of use, standard look and feel, comprehensive configuration options and integration with text catalog are some of the compelling reasons to use the DirectReportsUI application class.

In part 2 of this blog we will understand the steps involved in using the DirectReportsUI application class for our custom MSS components. For this illustration we have kept the requirement of the transaction component, where the manager will be transferred on selecting a Direct Reports as very simple. In this case the transaction component consists of only one page which displays current job data of the Direct Report selected by the manager. The search record of the component is PS_INSTALLATION as the component buffer will be populated using PeopleCode written in the Component PostBuild event. We want to highlight how simple it is to use the DirectReportsUI application class.

Contributed by Debasish